A complete list of active advisors currently associated with 7 Saturdays Financial

Warmer can help you find a great advisor at 7 Saturdays Financial or one who fits your needs even better.

7 Saturdays Financial serves individual clients, including high-net-worth individuals, providing ongoing comprehensive financial planning, investment management, project-based planning, and hourly planning services. Planning engagements result in written financial plans, and the firm provides continuous portfolio supervision for clients who engage its investment management services. The firm builds portfolios around a strategic asset allocation framework that combines passive and active strategies and allows for tactical adjustments, with an emphasis on diversification and long-term outcomes. It may recommend direct-indexing and automated tax-loss harvesting options through custodial partners and reviews accounts on a regular (quarterly) basis while accommodating reasonable client-imposed restrictions in writing. Noteworthy features for this firm versus peers are its use of client testimonials in advertising and its choice not to charge traditional percentage-of-assets-under-management fees, instead relying on fixed periodic, project-based, or hourly planning arrangements. The adviser also discloses non‑commissioned annuity recommendations, manages a modest asset base for a limited number of clients, and is led by an adviser with CFA and CFP credentials who also serves on an external financial planning software advisory board.

To learn more about the advisors currently working at 7 Saturdays Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.